See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,605 | $48,795-57.8% | $65,493-68.5% | $84,808-75.7% |
| Participation rate | 37.1% | 67.0%-29.8pp | 73.1%-36.0pp | 68.3%-31.2pp |
| Annual return | 18.08% | 20.20%-2.1pp | 982.45%-964.4pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,697 | $2,928-42.1% | $3,961-57.2% | $4,212-59.7% |
| Admin fee / account holder | $93 | $3,877-97.6% | $5,028-98.2% | $7,344-98.7% |